Financial Planning

The study found that 73 percent like to do research on their own before making financial decisions, 58 percent rely on financial advice from professionals, and 56 percent trust digital finance advice.

A new report from PwC shows that Millennials may be more stressed about their financial situations than any other generation.

The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...

As further evidence that the role of CFO is becoming less tactical and more strategic, the survey found that only 8% of CFOs, or teams reporting directly to the CFO, are spending the bulk of their time closing the books each month. By contrast, the ...

Thomson Reuters Checkpoint Financial Management and Controllership combines expert analysis and practical, day-to-day guidance for financial managers and controllers, incorporating sample statements, budgets, disclosures, customizable checklists, ...

Forty-seven percent of respondents frequently live paycheck to paycheck. Two-thirds2 of Americans don't have six months of savings in their emergency fund. Thirty percent don't have an emergency fund at all. More than half of respondents don't ...

Over half (55 percent) of the young adults surveyed admitted that they were impulse shoppers, defined as making an unplanned purchase of $30 or more on a daily or weekly basis. Impulse buyers are more likely than those who never or rarely make an ...

It's important to have a track to run on when it comes to retirement planning, but you may want to exercise a bit of caution in putting too much weight on these financial-planning rules.